At a Glance
- Tasks: Guide clients in will writing and estate planning to secure their assets.
- Company: Leading team in UK estate planning with over 50 years of experience.
- Benefits: Flexible schedule, competitive pay, and personal development opportunities.
- Other info: Join a growing field with high demand and career advancement potential.
- Why this job: Make a real difference by helping people protect their legacies.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 30000 - 40000 £ per year.
Join the leading team in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.
The Opportunity: In this role as an Estate Planning Consultant, you will have freedom over your schedule.
Locations
Training / Consultant in Somerset, Taunton employer: CITRUS CONNECT LTD
Join a leading team in Will Writing and Estate Planning services, where you will enjoy a flexible schedule and a supportive work culture that prioritises employee growth. With over 50 years of experience, our client offers unparalleled opportunities for professional development in a field that is increasingly vital, ensuring that you can make a meaningful impact while securing your future.
StudySmarter Expert Advice🤫
We think this is how you could land Training / Consultant in Somerset, Taunton
✨Tip Number 1
Network like a pro! Reach out to people in the estate planning field, attend relevant events, and connect on LinkedIn. We can’t stress enough how personal connections can open doors for you.
✨Tip Number 2
Prepare for interviews by researching common questions and practicing your answers. We recommend role-playing with a friend or using online resources to boost your confidence before the big day.
✨Tip Number 3
Showcase your passion for estate planning during interviews. Share your thoughts on the importance of wills and how you can help clients secure their assets. We want to see that fire in your belly!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Training / Consultant in Somerset, Taunton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that are relevant to the Estate Planning Consultant role. Highlight any experience in financial services or client-facing roles, as this will show us you understand the importance of securing assets.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about estate planning and how your background makes you a great fit for our team. Be genuine and let your personality come through!
Showcase Your Communication Skills:As a consultant, you'll need to communicate complex information clearly. In your application, demonstrate your ability to convey ideas effectively, whether through your writing style or by providing examples of past experiences where you've excelled in communication.
Apply Through Our Website:We encourage you to apply directly through our website. This not only streamlines the process but also ensures we get all the information we need to consider your application thoroughly. Plus, it shows us you're keen on joining our team!
How to prepare for a job interview at CITRUS CONNECT LTD
✨Know Your Stuff
Make sure you understand the ins and outs of will writing and estate planning. Brush up on key terms and recent trends in the industry. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Showcase Your People Skills
As a consultant, you'll be working closely with clients. Prepare examples of how you've successfully communicated complex information in the past. Think about times when you've built trust or resolved conflicts – these stories will highlight your interpersonal skills.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Practice responding to hypothetical situations related to estate planning. This will help you demonstrate your critical thinking and adaptability during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client relationships and their training processes. This shows that you're not just interested in the job, but also in how you can contribute to their success and grow within the role.
